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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $49.0B AUM 3,370 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 324 New 1502 Added 891 Reduced 132 Exited
Page 19 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OGE OGE ENERGY CORP Utilities 398,294.0 $17.0M 0.04% +5K +1.4% $42.70 +12.6%
362 MANAGED PORTFOLIO SERIES 678,751.0 $17.0M 0.04% NEW $25.03
363 MCD MCDONALDS CORP Consumer Cyclical 55,322.0 $16.9M 0.03% +7K +13.3% $305.63 -7.0%
364 NOC NORTHROP GRUMMAN CORP Industrials 29,519.0 $16.8M 0.03% +4K +15.8% $570.20 -3.3%
365 CAT CATERPILLAR INC Industrials 29,334.0 $16.8M 0.03% +21K +260.7% $572.88 +51.2%
366 HYFI AB ACTIVE ETFS INC 445,950.0 $16.8M 0.03% +183K +69.8% $37.58 -0.7%
367 APP APPLOVIN CORP Technology 24,485.0 $16.5M 0.03% +3K +12.0% $673.81 -27.9%
368 DFNM DIMENSIONAL ETF TRUST 341,608.0 $16.5M 0.03% +7K +2.0% $48.17 -0.6%
369 ENTERGY CORP NEW 177,985.0 $16.5M 0.03% -53K -22.8% $92.43
370 CI THE CIGNA GROUP Healthcare 59,699.0 $16.4M 0.03% -2K -3.4% $275.23 +2.5%
371 TDIV FIRST TR EXCHANGE TRADED FD 169,089.0 $16.4M 0.03% +8K +4.9% $96.84 +16.8%
372 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 101,090.0 $16.4M 0.03% +22K +27.8% $161.96 -6.5%
373 PANW PALO ALTO NETWORKS INC Technology 88,878.0 $16.4M 0.03% $184.20 +37.3%
374 TOTALENERGIES SE 246,475.0 $16.1M 0.03% NEW $65.42
375 PFFD GLOBAL X FDS 852,381.0 $16.1M 0.03% +13K +1.5% $18.91 -0.5%
376 CAH CARDINAL HEALTH INC Healthcare 78,139.0 $16.1M 0.03% +10K +14.4% $205.50 -2.4%
377 ADSK AUTODESK INC Technology 54,241.0 $16.1M 0.03% +8K +17.1% $296.01 -18.9%
378 EOG EOG RES INC Energy 152,199.0 $16.0M 0.03% +24K +18.9% $105.01 +33.3%
379 WBD WARNER BROS DISCOVERY INC Communication Services 552,967.0 $15.9M 0.03% +108K +24.3% $28.82 -4.9%
380 MBB ISHARES TR 163,859.0 $15.6M 0.03% -21K -11.2% $95.22 -1.4%
Page 19 of 169  ·  3,370 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Communication Services 15.5%
Financial Services 15.4%
Healthcare 9.1%
Consumer Cyclical 9.0%
Industrials 5.9%
Consumer Defensive 5.6%
Utilities 3.6%
Basic Materials 3.0%
Energy 1.8%